Landlord and client portal workflows
Submit and follow applications through the authenticated client portal, upload evidence and see only authorised timeline and document information.
Guides in this workflow
Follow the guide that matches the exact action, filter, menu change or issue.
Use the Full Compliance Applications client portal
View owned cases and start a new authenticated application.
Read the client case list
Review reference, service, authority, status, last update and landlord-action indicator.
Start a new client application
Open New Application and complete the portal intake form.
Complete client Service type
Use the required service heading, which defaults to Full Compliance Application.
Complete client Compliance service
Describe the certificate, inspection, audit, review or other service needed.
Choose the linked property
Select an eligible property or leave it unlinked when none is available.
Enter the concerned authority
Add the authority name when known.
Enter the property address or reference
Provide the free-text property reference used in the compiled application summary.
Describe the required outcome
State what approval, certificate, review or resolution is needed.
Enter property or room details
Add room, unit or property configuration details relevant to the work.
Set the target submission date
Provide the desired authority or compliance submission date.
Choose preferred contact method
Select No preference, Email, Phone, Portal updates or WhatsApp if available.
Describe previous compliance history
Select Not sure/not applicable, No previous, Continuing existing, Authority already contacted or Previous refused/queried.
Explain urgency or deadline
Provide the reason for any deadline or urgent handling.
Write the full application summary
Complete the required description of the work needed.
Write supporting-document notes
List evidence available or still to be supplied.
Write additional notes
Provide client-visible information for the compliance team.
Submit the client application
Send the form and allow the module to compile the supplied fields into the case summary.
Open an owned client case
Select a case and review landlord-visible status, journey, timeline and documents.
Read the landlord-visible timeline
See only events marked visible to the landlord.
Read landlord-visible documents
See documents permitted for the client plus files uploaded by the client.
Upload supporting evidence
Enter Document type, select one file, add notes and submit.
Use supported client file types
Upload PDF, JPG, JPEG, PNG, DOC, DOCX, XLS, XLSX or TXT files up to 15 MB.
Download an authorised client document
Open a document only when the case belongs to the authenticated customer and visibility permits it.
Resolve portal access denial
Confirm the application belongs to the authenticated client and the contact is logged in.